Freshworks CRM and Shape Integration

Freshworks CRM modules

• Add Contacts to List Adds contacts to a marketing list.
• Bulk Assign Contact Owner Assigns an owner to many contacts.
• Bulk Assign Document Owner Assigns an owner to many CPQ documents.
• Bulk Assign Product Owner Assigns an owner to many CPQ products.
• Bulk Delete Accounts Deletes many sales accounts.
• Bulk Delete Contacts Deletes many contacts.
• Bulk Delete Custom Records Deletes many custom-module records.
• Bulk Delete Deals Deletes many deals.
• Bulk Delete Documents Deletes many CPQ documents.
• Bulk Delete Products Deletes many CPQ products.
• Bulk Restore Documents Restores many CPQ documents.
• Bulk Restore Products Restores many CPQ products.
• Bulk Update Documents Updates many CPQ documents.
• Bulk Update Products Updates many CPQ products.
• Bulk Upsert Accounts Creates or updates many sales accounts in one job.
• Bulk Upsert Contacts Creates or updates many contacts in one job.
• Bulk Upsert Deals Creates or updates many deals in one job.
• Clone Account Clones an existing sales account.
• Clone Contact Clones an existing contact.
• Clone Custom Record Clones a custom-module record.
• Clone Deal Clones an existing deal.
• Create Account Creates a sales account.
• Create Appointment Creates an appointment.
• Create Contact Creates a new contact.
• Create Custom Field Creates a field on a custom-module form.
• Create Custom Module Creates a custom module definition.
• Create Custom Record Creates a record in a custom module.
• Create Deal Creates a deal.
• Create Document Creates a CPQ document.
• Create File Uploads a file and attaches it to a record.
• Create Link Creates a file link on a record.
• Create List Creates a marketing list.
• Create Note Creates a note on a record.
• Create Product Creates a CPQ product.
• Create Sales Activity Creates a sales activity.
• Create Task Creates a task.
• Delete Account Deletes a sales account.
• Delete Appointment Deletes an appointment.
• Delete Contact Deletes a contact.
• Delete Custom Module Deletes a custom module definition.
• Delete Custom Record Deletes a custom-module record.
• Delete Deal Deletes a deal.
• Delete Document Deletes a CPQ document.
• Delete Note Deletes a note.
• Delete Product Deletes a CPQ product.
• Delete Sales Activity Deletes a sales activity.
• Delete Task Deletes a task.
• Filtered Search Contacts Searches contacts with field filters.
• Forget Account Permanently forgets a sales account.
• Forget Contact Permanently forgets a contact.